Purchases and Sales Made in Q4 2023 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2023. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.01K- 16.2% |
$131K - $170K
|
25.9K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.03K- 37.25% |
$131K - $171K
|
8.48K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-5.05K- 23.93% |
$132K - $171K
|
16K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5.1K- 8.57% |
$133K - $173K
|
54.4K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5.1K- 11.56% |
$133K - $173K
|
39K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.12K- 3.77% |
$134K - $174K
|
130K
$3.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.13K- 20.09% |
$134K - $174K
|
20.4K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.13K- 72.35% |
$134K - $174K
|
1.96K
$52.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-5.13K- 6.92% |
$134K - $174K
|
69.1K
$1.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5.14K- 15.16% |
$134K - $174K
|
28.8K
$774K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-5.15K- 2.41% |
$135K - $175K
|
208K
$5.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.15K- 7.39% |
$135K - $175K
|
64.6K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.17K- 5.82% |
$135K - $175K
|
83.6K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5.24K- 6.17% |
$137K - $178K
|
79.7K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-5.25K- 11.08% |
$137K - $178K
|
42.2K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-5.28K- 43.1% |
$138K - $179K
|
6.98K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-5.3K- 29.03% |
$138K - $180K
|
13K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.32K- 3.61% |
$139K - $181K
|
142K
$3.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.37K- 7.67% |
$140K - $182K
|
64.6K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-5.38K- 15.86% |
$141K - $183K
|
28.5K
$768K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.39K- 10.14% |
$141K - $183K
|
47.8K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.43K- 17.93% |
$142K - $184K
|
24.8K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.49K- 17.35% |
$143K - $186K
|
26.1K
$703K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.54K- 18.14% |
$145K - $188K
|
25K
$673K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 16.78% |
$146K - $189K
|
27.6K
$744K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-5.61K- 6.9% |
$147K - $190K
|
75.7K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.65K- 36.59% |
$148K - $192K
|
9.78K
$263K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-5.65K- 17.79% |
$148K - $192K
|
26.1K
$702K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.68K- 14.56% |
$148K - $193K
|
33.3K
$897K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.69K- 22.52% |
$149K - $193K
|
19.6K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-5.7K- 45.56% |
$149K - $193K
|
6.81K
$183K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5.73K- 4.52% |
$150K - $194K
|
121K
$3.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.74K- 5.54% |
$150K - $195K
|
98K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-5.76K- 20.29% |
$150K - $195K
|
22.6K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-5.76K- 24.81% |
$150K - $195K
|
17.5K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.77K- 11.76% |
$151K - $196K
|
43.3K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5.78K- 11.64% |
$151K - $196K
|
43.8K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.79K- 16.35% |
$151K - $196K
|
29.6K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5.79K- 16.04% |
$151K - $197K
|
30.3K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-5.8K- 22.92% |
$152K - $197K
|
19.5K
$525K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-5.8K- 50.28% |
$152K - $197K
|
5.74K
$154K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.81K- 9.65% |
$152K - $197K
|
54.3K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.81K- 4.36% |
$152K - $197K
|
128K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.84K- 13.07% |
$153K - $198K
|
38.9K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-5.86K- 16.35% |
$153K - $199K
|
30K
$806K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-5.86K- 10.85% |
$153K - $199K
|
48.2K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-5.87K- 15.42% |
$153K - $199K
|
32.2K
$866K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.87K- 28.66% |
$153K - $199K
|
14.6K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-5.87K- 24.27% |
$153K - $199K
|
18.3K
$493K
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-5.88K- 28.01% |
$154K - $199K
|
15.1K
$406K
|